Jessica Boreham

Providing bookkeeping, tax compliance, and financial reporting services to small businesses, ensuring accuracy, efficiency, and compliance with NZ regulations.

• Manage bookkeeping and accounting for a growing client base, currently supporting three businesses.
• Prepare GST filings, income tax returns, and financial reports to support informed decision-making.
• Implement streamlined financial processes to improve reporting accuracy and efficiency.
• Offer budgeting and forecasting guidance to help clients optimize their financial performance.

Providing expert tax and bookkeeping support for a firm specializing in US citizens navigating New Zealand’s tax landscape.

• Prepare and manage NZ tax returns, ensuring compliance while maximizing tax efficiency for international clients.
• Oversee full-cycle bookkeeping, maintaining accurate financial records and supporting business operations.
• Streamline financial processes, improving accuracy and efficiency in tax reporting and compliance.
• Act as a key resource in managing financial data, offering insights that support better decision-making.

• Optimized company performance and employee morale by improving manager financial literacy across the company through weekly tracking of KPI's, monthly finance meeting to discuss financial and operational performance and providing training to new and existing staff.
• Evaluated competitor data and statistics to drive revenue growth.
• Improved and maintained consistent restaurant KPI performance through regular reporting and assisting operations management efforts.
• Prepared and presented business cases and scenario analysis highlighting risks and opportunities for potential expansion plans and rebranding of restaurants.
• Reviewed and analysed current income streams to determine and optimize most profitable areas.
• Prepared and presented annual budgets for 10 business units
• Cashflow management and forecasting on weekly, monthly and annual basis.
• Reviewed and analyzed expenditure identifying problem areas and opportunities to reduce outgoings.
• Preparation and analysis of monthly management reports and attendance at bi-monthly Board meetings.
• Monitored budget, revenue and variance trends, regularly apprising CEO of company's financial standing
• Managed and had oversight of accounts payable function.
• Managed weekly payroll and calculations of COVID wage subsidy entitlements for 150+ employees.

• Prepared and reviewed Budgets and Cashflow looking forward 10 years.
• Preparation of Monthly Management Reports for Board of Directors.
• Installation and set of up new systems for more efficient cashflow reporting.
• Created detailed financial models and applied analytical tools to facilitate variance analysis.
• Monitored all company costs and presented budget forecasts.
• Assessed accounting accuracy, performing daily cash functions, including A/P and A/R tracking, budgeting, payroll transactions, wage allocation, salary expenses, online donations and bank, credit card and petty cash reconciliations.
• Prepared and reviewed financial statements, resolving discrepancies after careful analysis.

• Collaborated with finance and accounting departments to deliver comprehensive financial information to facilitate decision making for management, stakeholders of University owned Colleges and Commercial businesses.
• Prepared and review month end journals and balance sheet reconciliations
• Prepare, monitor and manage budgets for University owned Colleges and Commercial Businesses.
• Reviewed and approved contracts, expenditures and purchase orders.
• Liaise with auditors
• Created detailed financial models and applied analytical tools to facilitate variance analysis.
• Identified operational process inefficiencies and recommended necessary improvements.
• Analyzed financial statements and income statements to review University owned Colleges and Commercial Businesses financial performance.

• Preparation of Monthly Management accounts.
• Fortnightly Payroll, calculation of monthly commissions and annual bonuses.
• Cashflow forecasting, budgeting.
• Debtor invoicing and management.
• Bank reconciliations.
• Intercompany reconciliations.
• Administration of creditors and agent commissions.
• Preparation and filing GST Returns.
• Ensuring banking covenants are being met.
• Financial modelling for company acquisition.

• Prepared annual financial statements and work papers ensuring reconciliation and reasonableness of all figures.
• Performed tax calculations and prepared income tax, GST and FBT returns.
• Maintained clients ledgers ensuring all information recorded is reconciled, accurate, timely and valid in order to prepare management reports, business planning and coaching services.
• Responsible for supporting and training junior staff.
• Supported staff and clients by providing technical advice, solutions and training in Xero.

• Prepared annual financial statements and work papers ensuring reconciliation and reasonableness of all figures.
• Performed tax calculations and prepared income tax, GST and FBT returns.
• Maintained clients ledgers ensuring all information recorded is reconciled, accurate, timely and valid in order to prepare management reports, business planning and coaching services.
• Responsible for supporting and training junior staff.
• Supported staff and clients by providing technical advice, solutions and training in Xero.